Investment in: Australian and
international property.
Style: Multi-manager, active.
Performance benchmark: 50% S&P/
ASX300 Listed Property Accumulation
Index, plus 50% FTSE EPRA/NAREIT Global
REIT $A (hedged).
Performance objective: Beat the
performance benchmark before investment
tax over rolling 5 years.
Currency: Hedged.
Additional information: To gain exposure
to a wide range of property assets. Sunsuper
Property invests in listed and unlisted Australian and international property funds.
Benchmark % |
|
| Property | 100 |
For periods ending 30 June 2008
1 year: -13.4%
This option commenced in July 2007.
Click here for the latest investment returns and the unit prices for this investment option.
Estimated investment fees for 2008/2009
Base fee: 0.87% p.a.
Performance fee: 0% to 0.05% p.a.
Buy/sell spread: Nil
Estimated investment fees 2007/2008
Base fee: 0.84% p.a.
Performance fee: 0% p.a.
Buy/sell spread: Nil
Read Mercer's view Sunsuper Property.
INVESTMENT RETURNS
Returns are after investment fees and taxes.
Past performance is not a reliable indication
of future performance.
INVESTMENT FEE
Actual investment
fees may be less than or greater than indicated,
but will not be more than the costs incurred by each option. Refer to page 28 of the Investment guide for more information.
Buy/sell spread as at 1 July 2008. The buy/sell spread for each investment option may vary from time to time to reflect the buy/sell spread charged by the relevant investment managers. Refer to page 29 of the Investment guide for more information.
INVESTMENT OBJECTIVES
When reading the Performance objectives and expected outcomes, it is important to read the information on page 30 of the Investment guide.